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I spent the day talking at length to 4 of the best LC growth managers. AMA Totally different approaches, but recurring themes were: Concentration (~30 names) FFC growth low turnover Focus on industry 1st (growth >GDP) Then identify the best co in the industry
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The most often stated and frequently ignored investment advice: 1. Past performance is not indicative of future returns. 2. Asset allocation is the most important decision we make. 3. The best investment we make is in ourselves. Don't stop learning! What are yours?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I like, learn more, and think about
@david_perell 's posts than anyone else on Twitter. Thank you David. To pay it forward, I endeavor to share more of my perspective. As CIO of a $25 B multi-asset public fund, husband for 18 yrs, father of 3, what does Twitter want to know?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hey
@SigmundBloom , are we underestimating how much of Gordon's usage last week was Anthony Lynn taking control of the Offense?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The most alarming thing about this article is that the purpose to control behavior (calm investors), not inform. $53 billion from the Fed window is/was NOT status quo. Money-Market Rates Are Soaring. Here’s What It Means. https://www.barrons.com/articles/money-market-rates-are-soaring-that-doesnt-mean-its-time-to-worry-51568735105 … via
@BarronsOnlineHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I just heard a great lyric at the rest stop, "the straight-haired girls all want to have curls, and the brunettes all want to be blonde." A stark depiction of how none of us are happy with who We are.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Nothing like your whiteboard the day after Take Your Daughter to Work Day...pic.twitter.com/LYamaPB4Ny
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Blackstone & Apollo presented to my Board yesterday, they said 1) we haven't delivered illiquidity premium for 10+ years, ignore that, 2) We are doing transactions we didn't do 10 years ago, 3) We need greater flexibility & fewer constraints, 4) money will continue flowing to PE.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
NPR just play an orchestral version of Fat Bottom Girls, as background music. Is that really a recording that needed to be made?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
iOS (12.1.2) has turned my iPhone into the most expensive POS, ever!
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
So, do Tweeps think the market decline into Black Friday will negativity impact consumer sentiment & Holiday sales?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
If U R contemplating a stake in a SPAC & value is based on 1 co, and the SPAC rejects an offer to buy the valuable asset at 2x your buy-in value... Is that a good manager I should partner with, Or someone who knows he has nothing else & doesn't want to work to find new assets?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Wow! 7:56 PM and all of the school buses finally completed their routes.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Looking good Billy Ray! https://t.co/AUBxVwcHuF
Tweet je nedostupan.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Great Job by
@lphalippou81 educating PA legislature & Pensions on PE deal structure and#fakenumbers. Thank you for sharing your brilliance!Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Thank you
@SigmundBloom & FBG. In the Championship game and just lost my QB, TE, & K to IR.#IgotthisHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$GOOG going big in AR with announcements today, even if one was also a VR headset.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Thank you
@patrick_oshag &@tseides for your wonderful podcasts. They really help me understand investment segments I am less familiar with.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Woo Hoo! I just accepted a fantastic CIO position, can't wait to get started!
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
In the AR vs. VR battle,
$AAPL just put its chips behind AR in a big way. And yes, the A11 pun is intended.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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